Menu

Monthly Archives: October 2017

Let’s call her Jane, but we could call her Tom, Dick or Mary. There’s a lot of health insurance agents like Jane. She’s successful, yet dealing with all too many, all too common problems.

Commissions are falling so she needs more clients just to stay whole. With all the news and regulatory changes coming out of Washington, those clients need more service than ever. Jane already works hard. She knows working harder isn’t the answer. She needs to work smarter.

Meanwhile, information is flowing in from everywhere. Getting the right person (whether a colleague, client or carrier) the right information at the right time is a Herculean task. She has the information … somewhere. Maybe on that Post-it or in that folder? Maybe it’s in a spreadsheet, but which one? Or is it on that scrap of paper on her assistant’s desk?

There are days Jane feels like she and her team spend more time tracking down data than they do selling to prospects and servicing clients.

Worse, time spent tracking down information is time spent away from her clients. Which means too often they only hear from her is when they call with a problem or at renewal. You know, when Jane is dealing with bad news. Jane knows this is no way to build client loyalty — and that she needs that loyalty. Her world is full of competitors seeking to pry her business away.

What Jane needs is a simple, affordable solution that allows her to better manage her agency while reminding her clients of the value she delivers to them every day.

Fortunately, that’s exactly what we built NextAgency to do.

NextAgency Solves Problems

NextAgency provides Jane with NextBroker, a powerful yet intuitive agency management system that keeps all the information her agency needs in one place, accessible from anywhere there’s an Internet connection. This means all the forms and notices, quotes and notes related to every prospect and client is organized and close-at-hand. NextBroker even helps Jane track commissions and pay her sub-agents. All of which is good news for Jane’s agency, but bad news for the Post-it people.

NextAgency also provides Jane with NextHR, a straightforward employee management system she can give to her clients for free. NextHR helps Jane’s clients on-board new employees, track time and attendance and gather the information to send to payroll vendors and ACA compliance firms. Best of all, it keeps Jane’s name in front of her clients every day, reminding them of her availability and her service. And did we mention NextHR comes free with NextBroker?

We built NextAgency for health insurance agents Jane – for agents like you. If you’re looking to build a more effective and efficient agency and a way to provide your clients with consistent and appreciated value, you need to see NextAgency in action.

That’s easy to do. Just register for one of our regular webinars. And visit our web site to see how affordable NextAgency is … especially with the 50% off we’re offering through the end of the year. We’ll even get your agency data uploaded into NextAgency – also for free through the end of 2017.

NextAgency saves brokers time, money and clients. If that’s something you’re interesting in doing, we look forward to talking with you soon.